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Optimizing Outreach Workflows with Clay for Vertical SaaS Growth | Clay

03 Tutorials & Inspiration

03 Tutorials & Inspiration

Optimizing Outreach Workflows with Clay for Vertical SaaS Growth

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Hello! I am seeking expertise here from some of you Clay experts! Let me give you the use case run down:

Vertical SaaS company offering a powerful (and growing) solution to niche (but sizeable) international market.
They've grown organically, and about 1/3 of net new business comes from sales outbound.
But it's been leaning mainly on standard outreach leveraging intent data from their Zoominfo instance
They use Hubspot and Intercom as well. I don't think they use any outreach sequencer (other than Hubspot) so thatès an opportunity (ie:I Instantly or Outreach?)
Web traffic is very considerable.

I think there is a huge opportunity to built a workflow leveraging Clay that would scale massively their outreach but, I don't want it to burn bridges. It has to be personalized and reaching to warm leads. I would appreciate if you can share some ideas you have or came across. Thanks!

8 comments

Channeled
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We can help you build a scalable, personalized outreach workflow using Clay. Here's how: 1. Identify warm leads: Use Clay to enrich your data and track signals like headcount changes, job postings, and website visits. 2. Personalize at scale: Leverage our AI message writer to craft unique messages based on your research data. 3. Automate outreach: Connect Clay to your preferred email sequencing tool (e.g., Smartlead, Instantly, Salesloft, Outreach, or Hubspot). 4. Multi-touch campaign: Deploy personalized emails, custom presentations, and tailored landing pages. 5. Prioritize efforts: Use Clay to identify leads ready to buy now based on intent signals. This approach ensures your outreach is targeted, personalized, and based on warm leads, reducing the risk of burning bridges while scaling your efforts effectively.
Sources: Personalized Outreach How Coverflex uses Clay to track signals and automate outreach for 3M+ companies - The GTM with Clay Blog Personalized outreach at scale that’s a win-win | Clay.com Clay AI message writer: personalize outbound to each lead with AI | Clay.com
Channeled
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Did that answer your question?
Christian D.
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Oleg T.
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Channeled
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Could you clarify what specific assistance you're looking for with Clay?
Dan K.
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Hey Christian D. Nice challenge! You've not mention deep dive tools so maybe incorporating perplexity research into the flow to identify pain points will produce the context for some killer perso lines
Channeled
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To incorporate Perplexity research into your Clay workflow for identifying pain points and creating personalized outreach, follow these steps: 1. Add the Perplexity integration to your Clay table by clicking "Add Enrichment" and selecting "Perplexity AI". 2. In the Perplexity integration settings, choose an appropriate model and enter a prompt focused on identifying pain points for your target audience. 3. Use the FETE framework (Find, Enrich, Transform, Export) to structure your workflow: • Find: Import your prospect data into Clay • Enrich: Use Perplexity to research and identify pain points • Transform: Process the Perplexity results to extract key insights • Export: Prepare the data for personalized outreach 4. Create a column using Perplexity's output to summarize main challenges for each prospect. 5. Use this enriched data to craft personalized outreach messages addressing specific pain points, potentially using Clay's AI message writer for further customization. This approach will help you create more targeted and effective outreach campaigns based on prospect-specific challenges.
Sources: Perplexity integration overview | Documentation | Clay University Intro to Clay 101 [Clay 101] - Clay University Personalize Outbound with Prospects Main Challenges | Clay
Channeled
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Is that what you were looking for?
Channeled
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I'm glad that answered your question! Let me know if there's anything else I can assist you with.